➀ Most EVs in China, North America, the EU, and APAC are produced domestically, though North America and the EU see increasing foreign competition;

➁ Tesla and Ford expanded EU-based EV production in 2024, while some European companies faced stagnant domestic output;

➂ U.S. EV production declined by 7%, offset by growth in Mexico (U.S.-led), while China exports EVs and others rely on imports.

➀ Broadcom's deal with ByteDance for a custom AI accelerator chip has been canceled.

➁ The cancellation is due to tightened US semiconductor restrictions on China.

➂ Broadcom could face losses of $2B to $3B from the TikTok ban.

➀ Applied Materials reported lower-than-expected QTR guidance due to China market share loss.

➁ AMAT attributed the weakness to China export restrictions but analysts believe share loss is also a factor.

➂ Domestic Chinese semiconductor equipment makers are gaining market share, potentially reducing AMAT's sales.

➀ China is rapidly integrating DeepSeek AI across key industries, including PCs, robotics, and EVs.

➁ Lenovo is one of the first Chinese firms to incorporate the technology into its Xiaotian AI assistant.

➂ UBTech is reported to be implementing DeepSeek's AI robots into its humanoid robots.

➀ The Trump administration is considering imposing more sanctions on NVIDIA AI chip exports to China.

➁ NVIDIA's H20 AI GPU is being targeted, which is designed to comply with US export restrictions.

➂ NVIDIA is open to working with the administration on this issue.

➀ DeepSeek, a Chinese AI lab, reportedly has access to tens of thousands of NVIDIA H100 AI GPUs despite U.S. export restrictions.

➁ The DeepSeek R1 model competes with leading AI models like OpenAI's o1 and Meta's Llama.

➂ DeepSeek focuses on software-driven optimization and open-source collaboration to advance AI technology.